Find Customer Order History from Zendesk
Give every reply the context of the customer's previous purchases.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Orders by Email
Tool to search for orders by e-mail address. use when you need to retrieve all orders linked to a specific customer email in baselinker.
Why this helps
Agents miss relevant past orders when customer history is scattered.
- Surface repeat issues
- Personalize support replies
- Reduce duplicate investigation
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Baselinker once.
- 2Create an automation in Notis.
- 3Describe that each new ticket should trigger a Baselinker order search using the ticket customer's email and return a useful history summary.
- 4Pick New Zendesk Ticket as the trigger.
- 5Choose report delivery and test with one ticket.
Questions about this workflow
What if the ticket has no email address?
Notis reports that the email is missing and cannot complete the Baselinker lookup until the user provides one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Baselinker. A trigger fires from one place; an action lands in another.
Zendesk triggers
Baselinker actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get External Storages List
Tool to retrieve a list of available external storages connected to baselinker. use after authenticating to discover connected shops or warehouses.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Inventory Documents
Tool to retrieve a list of inventory documents. use when you need to fetch inventory records with optional filters for id, type, status, date range, warehouse, or pagination.
New User Created
Triggered when a new user is created in Zendesk.
Get Inventory Document Series
Tool to retrieve available inventory document series. use when you need to assign a numbering series to a new inventory document.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Inventory Purchase Orders
Tool to retrieve a list of purchase orders from baselinker storage. use when you need to fetch purchase orders with optional filters like date range, supplier or pagination.
Get Inventory Purchase Order Series
Tool to retrieve a list of purchase order document series. use when you need to select a numbering series for a new purchase order.
Get New Receipts
Tool to retrieve receipts waiting to be issued. use after confirming fiscal printer availability; fetch pending receipts and mark them with setorderreceipt.
Get Order Extra Fields
Tool to retrieve extra fields defined for orders. use before fetching orders with include custom extra fields to list available custom order fields.
Get Orders
Tool to download orders from baselinker order manager. use when you need to fetch orders filtered by date, status, or other criteria.
Connect any two apps with Notis in the middle.
Zendesk and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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